The fastest way to happy clients is only on-boarding the clients that are a great fit for your agency. That all starts in the sales process! Members of the sales team are the gate keepers to the agency. They control who gets access to the servicing team and how much information the client servicing team has at kickoff.
In this video, Ben and I discuss specific things agencies can address in their sales process to really set their client servicing team up for success. With a few simple additions to your sales process, you can set you servicing team up for wild success!